Statuses for projects (coming soon)
Within ControlOffice, projects go through a certain "flow". How this flow progresses is determined by statuses and their transitions. Administrators can define statuses themselves within ControlOffice. However, some statuses have a meaning within ControlOffice. To provide administrators with maximum freedom while still ensuring the correct operation of ControlOffice, this page explains how ControlOffice handles project statuses.
The statuses consist of two levels: the base type and the actual status(es) within the base type.
The following base types apply to projects.
| Base type | System meaning |
|---|---|
| Created | The project has been created and will start soon. |
| Started | The project has started. |
| Finished | The project is completed and ready. |
| Closed | The project has been closed (it will no longer be shown in the projects list). |
| Cancelled | The project has been cancelled. |
Per base type, multiple statuses can be created by the user.
In all cases, the rule applies that moving multiple statuses forward in a single action will also execute and validate all intermediate transitions. Likewise, moving multiple statuses backward in a single action means that all intermediate reverse transitions are also processed.
Per base type, it can be configured whether a user has permission to set a project to the status, modify a project while it is in the status, and/or move a project out of the status. For example, it may be possible for a user to set a project to "Finished", but once the project has that status, the project can no longer be edited and cannot be moved back to a previous or subsequent status.
Possible status transitions are (from = rows, to = columns):
| From / To | Created | Started | Finished | Closed | Cancelled |
|---|---|---|---|---|---|
| Created | ✓ | ✓ | |||
| Started | ✓ | ✓ | ✓ | ✓ | |
| Finished | ✓ | ✓ | |||
| Closed | ✓ | ||||
| Cancelled | ✓ | ✓ |
Status transitions that are not possible are not shown by ControlOffice.